Profit Sharing · DOL Form 5500 · 2023
The Education Trust Profit Sharing Plan
Data updated 2026-08-11
- $19M
- Total assets
- 123
- Participants
- 72nd
- Percentile by assets
- $157,769
- Avg per participant
Official DOL plan name: The Education Trust, Inc. 403(b) Defined Contribution Plan · Sponsored by The Education Trust · District of Columbia · Educational Services
$19M in assets, 123 participants
The Education Trust's The Education Trust, Inc. 403(b) Defined Contribution Plan reported $19M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 72nd percentile by assets (of 127,072 plans)
- #2,053 in Educational Services (3,735 peers)
Coverage in District of Columbia
The Education Trust, Inc. 403(b) Defined Contribution Plan covers 123 participants in District of Columbia, about 8% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $19M.
- $19M
- total plan assets (2023 EOY)
- 123
- covered participants
- 72nd
- percentile by assets (of 127,072 plans)
- $157,769
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Education Trust, Inc. 403(b) Defined Contribution Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- The Education Trust, Inc. 403(b) Defined Contribution Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
Participants vs District of Columbia filers
In District of Columbia, the average filing covers about 1,456 participants across 881 plans. The Education Trust, Inc. 403(b) Defined Contribution Plan reports 123 participants - about 8% of that state average ($19M EOY assets).
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 521982223 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Education Trust)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 123 | $16M |
| 2023 | 1 | 123 | $19M |
| 2024 | 1 | 130 | $22M |
Nearby Profit Sharing Plans in District of Columbia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
The Education Trust, Inc. 403(b) Defined Contribution Plan vs. nearby Profit Sharing plans in District of Columbia, assets vs. participants
- I.a.M. National 401(k) Plan $828M · 33,154
- Williams & Connolly LLP Profit Sharing Plan and Trust $255M · 682
- Arentfox Schiff Profit Sharing Plan $253M · 763
- Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. $173M · 531
- The Medical Faculty Associates 401(a) Retirement Plan $114M · 1,042
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to The Education Trust, Inc. 403(b) Defined Contribution Plan by total assets, not by location.
- Snapdocs 401(k) Plan (CA) $19M · 291
- American Diabetes Association Defined Contribution Plan (VA) $19M · 186
- GE Puerto Rico Savings Plan (PR) $19M · 99
- Spike Enterprises Inc. Retirement Plan (TX) $19M · 15
Frequently Asked Questions
How did The Education Trust, Inc. 403(b) Defined Contribution Plan assets move in 2023? ▼
How have The Education Trust plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to The Education Trust, Inc. 403(b) Defined Contribution Plan? ▼
Next read for The Education Trust, Inc. 403(b) Defined…
Filing takeaways
Ways to act on The Education Trust, Inc. 403(b) Defined Contribution Plan's numbers.
- By total assets, The Education Trust, Inc. 403(b) Defined Contribution Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in District of Columbia. Compare plans
- The Education Trust's sponsor-wide assets have grown 37.7% since 2022 across 3 plan years on file. More Educational Services plans